Introducing Table Explorer: Enhanced Table Extraction and Analysis Across Time

At Sentieo, we are always striving to give fundamental managers the tools to make better decisions faster. Table Explorer (TableX), the next iteration of our suite of table analysis tools, was developed with this vision in mind.  

Model-building is an essential part of the investment process of fundamental managers. Models afford them the ability to develop a deep and differentiated understanding of the machinery of a business, via the interplay between revenues, expenses, and capital accounts. Models also allow for a parameterized flex of assumptions for establishing a differentiated view on a company’s earnings prospects and — by extension — the value of the business overall.

While modeling is critical to the process, the investment world is increasingly driven by algorithm-enabled trading and the large data science departments of multi-billion-dollar hedge funds. Therefore, managers are obligated to pay close attention to the areas where modeling and data visualization can happen faster, and more accurately.

At Sentieo, we believe in an augmented investing approach that uses machine learning and data science to add value to a human-driven investing process.

We’ve rebuilt our table suite from the ground up using a machine learning driven approach validated by trained financial analysts. The new TableX enables Excel-style visualization directly from company filings in a dual-pane window, showing both the Excel data and the source document side by side, enabling an immediate audit of every number.

We’ve added the ability to quickly plot discrete line items in the same window, enabling simple thesis exploration either as a complement or antecedent to further model work. We’ve also added inline calculations to impute fourth-quarter numbers from 10K data, common size analysis, and YoY or QoQ percentage changes. And we show a table of contents of all tables in a document to speed up navigation through company filings.

table explorer table extraction

Then, we integrated TableX with our Plotter app, to further facilitate regression analysis of fundamental metrics like revenue with other metrics like exogenous macroeconomic data or website traffic.

We also integrated TableX with our Notebook app to facilitate thesis sharing among a team or when reporting to a portfolio manager. These workflow tools help money managers develop ideas faster and stay more organized with their ideas.

Lastly, we facilitate export to Excel so that the audited financial data can be used as a backing database for your own models.  We include links back to the document in the export, and in future releases, we will enable “one-click” refreshing of base data sheets in models.

The end goal of Table Explorer is to give fundamental money managers the tools to observe-orient-decide-act faster, in order to win in a high velocity investing landscape. Get a free trial of Sentieo here, or tell us what you think of the new TableX!

4-Minute Videos on How to Use Table Explorer:

Navigating Table Explorer:

Common Size Analysis in Table Explorer:

Get a free trial of Sentieo here, or tell us what you think of the new TableX!

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Introducing Sentieo Relevance Search

Sentieo’s overarching mission is to augment human decision-making through the application of the latest technologies. We are proud to demonstrate this with our most recent improvement to the platform:

Sentieo Continues to Lead In Search Tech with Relevance Search

Clients already love our smart Document Search, which offers:

  • tens of millions of documents, searchable across many dimensions
  • 1000+ synonyms/acronyms
  • extended Boolean operators and proximity
  • in-section/in-table/in-footnote searches
  • saved search alerts
  • extensive document tagging including sell-side report classifications
  • search statistics for quantifying trends
  • seamless integration into notes, and much more.

The newly released Relevance scoring algorithm, custom-built by our global team of data scientists, will surface documents most likely to be relevant to your search based on multiple factors derived from the statistical properties of the documents and the queries. For example, some of the factors considered are density within the document (inclusive of synonym matches), clustering, and recency. Relevance scoring is based on true machine learning and will only improve as Sentieo DocSearch “learns” over time. It gives you, the user, more time to focus on analysis where you add value, rather than on tedious searches.

But we didn’t stop there. Another new sorting option is Sorting by Hits — because we know that sometimes you need the most recent documents at the top, sometimes you need the document with the most hits (mentions), and sometimes you need the one that is the most relevant. You can now toggle between these sorting options in one click, which allows you to compare the results before you dive in. You can also sort by document size and by ticker for your multi/all ticker searches. You are in control of the format that fits your needs.

Users will find relevance searches suitable for broad initial overviews of topics: your search might pick up sector primer reports from the sell side, or a very topical deck from a corporate. Users more familiar with a topic might still prefer the reverse-chronological order of documents for the latest on the topic. And, for people getting specifically into details, we have the specialized searches, such as in-transcript, said-by-the-CEO, or in-table searches that let you find the numbers around your topic within seconds.

relevance

And there is still a lot more to come. The 2019 Document Search product pipeline is better than ever, and you will see additional applications of AI/ML coming soon!

 

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